Wealth Management Technology Business Leader, Managing Director
Andy is the Wealth Management Technology Business Leader in MAI’s Cleveland office. He joined the firm in 2022, bringing more than 25 years of experience as a technology executive in the financial services industry.
In this role, Andy focuses on creating and delivering an integrated digital experience for our advisors and clients. With the ever-evolving client and regulatory landscape, he provides strategic insights on digital solutions and technology capabilities to help unlock new growth and elevate the client experience.
Prior to MAI, Andy served as Chief Technology Officer at Polen Capital Management in Boca Raton for seven years after spending 18 years at Hansberger Global Investors. He earned his Bachelor of Business Administration, MBA, Master of Science in Computer Information Systems, and a Certificate in Telecommunications Management from the University of Miami.